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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
SMI Advisory Services
3676
SMI Advisory Services
Indiana
$299M -$10M -3% 3.41% 80.7% 49 30.61% 1
Varenne Capital Partners
3677
Varenne Capital Partners
France
$299M +$101M +51% 0.97% 212% 14 85.71% 0.2
Source Financial Advisors
3678
Source Financial Advisors
New York
$298M +$32.3M +12% 14.8% 18.5% 132 18.94% 1.5
NVWM LLC
3679
NVWM LLC
Pennsylvania
$298M +$23.1M +8% 9.18% 119% 483 18.01% 2.6
Stonepine Capital Management
3680
Stonepine Capital Management
Oregon
$298M +$60.5M +25% 26.4% 231% 25 36% 1.3
Privium Fund Management
3681
Privium Fund Management
Netherlands
$298M +$34M +13% 16% 465% 173 40.46% 0.8
Versant Capital Management
3682
Versant Capital Management
Arizona
$297M +$21.2M +8% 5.15% 97.3% 1,820 12.47% 4.4
Redhawk Wealth Advisors
3683
Redhawk Wealth Advisors
Minnesota
$297M +$39.6M +15% 7.33% 116% 216 36.11% 1.6
PA
3684
Paragon Advisors
Texas
$297M +$70.7M +31% 24.6% 138% 101 42.57% 1
Harbourvest Partners
3685
Harbourvest Partners
Massachusetts
$297M -$1.65M -0.6% 7.81% 8.96% 71 19.72% 1.7
Poehling Capital Management
3686
Poehling Capital Management
Wisconsin
$297M +$29.6M +11% 2.46% 83% 131 14.5% 2.8
Engrave Wealth Partners
3687
Engrave Wealth Partners
Texas
$297M +$8.56M +3% 4.18% 39.9% 74 10.81% 1.5
Sterling Investment Advisors (Pennsylvania)
3688
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$296M +$17M +6% 6.4% 111% 143 10.49% 4.8
Regis Management Company
3689
Regis Management Company
California
$296M -$137M -32% 5.77% 5.33% 59 33.9% 6
New Harbor Financial Group
3690
New Harbor Financial Group
Massachusetts
$296M +$54.6M +23% 3.95% 94.6% 49 38.78% 1.9
Bank Pictet & Cie (Asia)
3691
Bank Pictet & Cie (Asia)
Singapore
$296M +$18.1M +6% 9.85% 30.4% 87 3.45% 4.2
RE Dickinson Investment Advisors
3692
RE Dickinson Investment Advisors
Iowa
$296M +$54M +22% 2.48% 2.24% 447 16.55% 0.8
MAM
3693
Morse Asset Management
Connecticut
$296M +$20.6M +7% 12% 222% 151 24.5% 2.9
Pathway Financial Advisors
3694
Pathway Financial Advisors
Vermont
$296M -$28.2M -9% 4.22% 52.7% 136 11.76% 3.4
Stone House Investment Management
3695
Stone House Investment Management
Pennsylvania
$296M +$15.3M +5% 5.19% 57.9% 318 86.79% 0.2
JCI
3696
Jet Capital Investors
New York
$296M +$32.1M +12% 8.04% 147% 28 82.14% 0.2
Singapore Technologies Telemedia
3697
Singapore Technologies Telemedia
Singapore
$295M -$31M -10% 9.51% 185% 1 0% 6
China Universal Asset Management Company
3698
China Universal Asset Management Company
China
$295M +$46.7M +19% 22.6% 292% 456 16.23% 0.5
44 Wealth Management
3699
44 Wealth Management
Oregon
$295M +$6.25M +2% 1.54% – 184 12.5% 1.5
Cannon Financial Strategists
3700
Cannon Financial Strategists
Georgia
$295M +$21.5M +8% 5% 56.7% 70 8.57% 2.8